Schwab Charitable Giving Guide

Welcome to the Schwab Charitable™ Giving Guide

Download our complete Giving Guide. This resource can help you answer key charitable giving questions, no matter where you are in your philanthropic journey.

Schwab Charitable Giving Guide

To view, complete and print fillable forms, you will need the freely available Acrobat 7.0 Reader (or later) software installed on your computer. 


Download Adobe Acrobat 7.0 Reader


*Before personalizing your Giving Guide, please save the file to your computer or device and open it via Adobe Acrobat Reader.

Cover of Schwab Charitable Giving Guide with children playing on stepping stones

Giving Guide Series

Download individual guides that focus on specific topics.

Row 1 Chapters

Row 2 Chapters

Chapters Row 3

Chapters Row 4

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What is a donor-advised fund?

What is a donor-advised fund?

Open an account

Open an account.

Once you've set up an account with Schwab Charitable, you can contribute cash, securities, or appreciated assets, and be eligible for a current-year tax deduction. You can choose from a wide range of investment pools or manage your account with the help of an advisor.

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